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iShares ESG Aware MSCI USA Small-Cap ETF

381 hedge funds and large institutions have $1.38B invested in iShares ESG Aware MSCI USA Small-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 151 increasing their positions, 132 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 132

12% more capital invested

Capital invested by funds: $1.23B → $1.38B (+$148M)

3% more funds holding

Funds holding: 369381 (+12)

0.84% less ownership

Funds ownership: 76.41%75.57% (-0.84%)

Holders
381
Holders Change
+12
Holders Change %
+3.25%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
151
Reduced
132
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Citizens Financial Group
Rhode Island
$10.6M -$5.18M -128,869 -34%
EWM
27
Empirical Wealth Management
Washington
$10.6M +$391K +9,719 +4%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$10.6M +$96.8K +2,408 +1%
WA
29
Wealth Architects
California
$9.29M +$790K +19,664 +10%
SWM
30
SigFig Wealth Management
California
$9.15M -$2.95M -73,489 -25%
SC
31
Savant Capital
Illinois
$8.9M -$169K -4,206 -2%
LPL Financial
32
LPL Financial
California
$8.66M +$234K +5,831 +3%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$8.18M -$228K -5,676 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.86M -$360K -8,960 -5%
B
35
Bailard
California
$7.67M -$249K -6,183 -3%
EWA
36
EP Wealth Advisors
California
$7.56M +$336K +8,346 +5%
Truist Financial
37
Truist Financial
North Carolina
$7.37M -$55.1K -1,370 -0.8%
LGWM
38
Litman Gregory Wealth Management
California
$6.63M +$150K +3,736 +2%
HPC
39
HM Payson & Co
Maine
$6.39M +$811K +20,168 +15%
Financial Engines Advisors
40
Financial Engines Advisors
California
$6.17M -$277K -6,898 -4%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.56M +$1.48M +36,779 +198%
OPS
42
Orion Portfolio Solutions
Nebraska
$5.56M +$1.48M +36,779 +198%
AA
43
Alesco Advisors
New York
$5.36M -$50K -1,245 -1%
AIA
44
Ally Invest Advisors
North Carolina
$5.36M +$869K +21,625 +20%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$5.27M +$539K +13,413 +12%
AWA
46
Alaska Wealth Advisors
Alaska
$4.95M +$216K +5,370 +5%
PA
47
Parkside Advisors
California
$4.77M -$21.5K -535 -0.5%
WI
48
WrapManager Inc
California
$4.77M +$220K +5,470 +5%
ASN
49
Advisory Services Network
Georgia
$4.55M
MG
50
Mather Group
Illinois
$4.49M +$160K +3,992 +4%